AWM
TPZ
Activest Wealth Management’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 471 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 401 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 376 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 408 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 367 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 327 |
|